Jun 15, 2011
What one big RIA has to say about its switch from Advent Axys to Advent Portfolio Exchange
It's a night-and-day improvement in terms of the two products' functionality and the conversion process to APX was fine, if lengthy
Person
1 articles
It's a night-and-day improvement in terms of the two products' functionality and the conversion process to APX was fine, if lengthy
The Industry Sourcebook for RIAs